Technical Business Analyst

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Technical Business Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

This will be a hybrid position based out of one of our MarshBerry offices. Preference is for this individual to be based in our Woodmere, OH, HQ, but they also may be located in Grand Rapids, Michigan, Plano, Texas, or Dana Point, California.

This individual will report into our Vice President of Business Intelligence.

Job Details

Position Summary:

MarshBerry is currently seeking a Technical Business Analyst to support Business Enablement initiatives, including AI-enabled tools, internal applications, and process improvement solutions. This role will work at the intersection of business needs and technical execution, partnering with internal stakeholders and technical team members to gather requirements, define scope, document workflows, and support the delivery of practical technology solutions.

This position will support a range of AI and technology development efforts rather than focusing on one specific system. The role will help ensure business needs are clearly understood, requirements are well documented, and solutions are aligned with practical use cases across the organization.

Responsibilities:

• Partner with business stakeholders to gather, clarify, and document requirements for AI-enabled tools, internal applications, and process improvement initiatives.
• Translate business needs into functional requirements, user stories, process flows, acceptance criteria, and other development-ready documentation for technical teams.
• Facilitate scoping discussions to define objectives, use cases, dependencies, constraints, open questions, assumptions, and key decisions.
• Maintain organized project and requirements documentation, including meeting notes, action items, decision logs, issue lists, requirement updates, and testing feedback.
• Assist with user acceptance testing by helping define test scenarios, capturing stakeholder feedback, documenting issues, and confirming whether solutions align with documented requirements.
• Support change management and adoption efforts by coordinating stakeholder communication, preparing user guidance, documenting process changes, and supporting training or rollout activities.
• Special projects and other tasks as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s degree required. Bachelor’s degree in Management Information Systems, Computer Information Systems, or a related field preferred.
• 4 to 6 years of relevant professional experience in business analysis, systems analysis, technical project management, or a related role.
• Familiarity with Power BI, including the ability to build dashboards, create basic reports, and work hands-on with data visualization needs.
• Prior experience supporting custom application development, software implementation, workflow automation, AI solutions, or similar technology projects.
• Familiarity with software development lifecycle concepts, Agile practices, testing, release support, or change request processes.
• Experience using project or documentation tools such as Jira, Azure DevOps, Confluence, Smartsheet, Lucidchart, Visio, or similar platforms.

Other:

• Strong written and verbal communication skills, with the ability to explain technical concepts clearly to non-technical audiences.
• Strong organizational skills, attention to detail, and the ability to manage multiple assignments in a fast-paced, team-oriented environment.
• Comfort working with technical teams and discussing software, systems, data, workflows, or application development concepts.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places - The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.